
UK Study Tour - 11 - Educating To Engage
Information for advice professionals only. Host: Sean Aylmer, Business journalist Guest speaker: Jason Brown, Head of Distribution, BT Synopsis: In the UK, several advisers felt they have a social c...
14 Des 20232min

UK Study Tour - 10 - Values Of Businesses
Information for advice professionals only. Host: Sean Aylmer, Business journalist Guest speaker: Jason Brown, Head of Distribution, BT Synopsis: Core values are critical to any financial advice firm....
14 Des 20232min

UK Study Tour - 9 - Workplace Engagement
Information for advice professionals only. Host: Sean Aylmer, Business journalist Guest speaker: Jason Brown, Head of Distribution, BT Synopsis: Several practices in the UK have become innovative in ...
14 Des 20232min

UK Study Tour - 8 - Key Theme Contact
Information for advice professionals only. Host: Sean Aylmer, Business journalist Guest speaker: Jason Brown, Head of Distribution, BT Synopsis: Our best currency is contact. It’s self-evident for f...
14 Des 20232min

UK Study Tour - 7 - Carbon
Information for advice professionals only. Host: Sean Aylmer, Business journalist Guest speaker: Tara Sutton, State Director, BT Synopsis: Carbon Financial is an Edinburgh-based company. Tara share...
14 Des 20233min

UK Study Tour - 6 - Top Learnings
Information for advice professionals only. Host: Sean Aylmer, Business journalist Guest speaker: Tara Sutton, State Director, BT Synopsis: Hear from Tara Sutton, State Director, BT about her top key...
14 Des 20232min

UK Study Tour - 5 - Intergenerational Wealth
Information for advice professionals only. Host: Sean Aylmer, Business journalist Guest speaker: Tara Sutton, State Director, BT Synopsis: A key theme from the UK study tour was ‘Intergenerational w...
14 Des 20234min

UK Study Tour - 4 - Vertical Integration
Information for advice professionals only. Host: Sean Aylmer, Business journalist Guest speaker: Tara Sutton, State Director, BT Synopsis: Vertical Integration in Financial Planning refers to b...
14 Des 20233min




















